Despite Bitcoin’s Decline, Tom Lee Maintains BTC Will Still Be the Year’s Best Bet

Fundstrat co-founder and managing partner Tom Lee remains highly optimistic about bitcoin’s trajectory this year, emphasizing that his team has identified BTC as their top “favorite.” He further asserted that in 2025, bitcoin is poised to surpass gold in market performance.

Trump’s Economic Policies Are ‘Structurally Positive,’ Says Fundstrat’s Lee

Fundstrat’s Tom Lee maintains a positive and bullish outlook on bitcoin and the Trump administration’s handling of the economy. He acknowledged that, from a “shorter lens,” Trump’s actions “look very disruptive at the moment,” yet he believes the structural impact of these decisions is “really positive.”

Lee emphasized that despite the market’s turbulence, there are “tangible drivers of productivity” at play, such as artificial intelligence (AI) and the financial shifts driven by crypto. He reaffirmed his stance that BTC will be the top-performing asset this year. Lee stated:

Bitcoin is still our favorite idea for this year. So we think it’ll be the best performing asset class, even better than gold.

Bitcoin (BTC) has not led the markets in 2025, and on Feb. 21, it hovered just above $99,500 before beginning a downward trajectory, ultimately hitting a low of $76,600 on March 10. Gold, in contrast, climbed past the $3,000 mark on March 14 and has appreciated 13.7% against the U.S. dollar since the start of the year. Meanwhile, bitcoin has declined 9.6% against the dollar since Jan. 1, 2025. At press time, at $84,375 per coin, BTC is down 22.4% below its all-time price high.